Our Pros

Professional and Personal

Our Experts

Educated

 Our dedicated professionals are highly-recommended experts in their respective fields who remain committed to obtaining the most up-to-date training 

Whenever You Need US

Trouble never comes when it’s convenient. That’s why we’re available to you when you need us.

You're In Good Hands

We believe your health, family, and finances are very important to you and that’s why we put so much effort into doing things the right way the first time.

All Stages of Life

Whether you’re buying your first house, starting a business, sending your kids off to college, or planning for retirement, we have a specialist to help you every step of the way.

Financial Experts

Mark Stevens – Certified Financial Professional™

Retirement planner

Because you don’t get do-overs in retirement, I take great lengths planning with you to make sure it’s done right the first time.

Jason king – Certified Personal Finance Consultant 

Financial Coach

I partner with my clients to help them understand and organize their money so they can get rid of debt and attain Financial Freedom!

Greg Sanders – Health & Medicare Insurance Agent

Professional Title

With a background as a financial advisor, I have the knowledge required to help clients understand all the important financial considerations related to life insurance.

Barry – Accredited Tax Consultant

Tax Consultant

A tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations.

Well-being Experts

Dave Hubbard – Personal Fitness Coach

Personal Fitness Coach

I’m the better choice because, as I tell everyone right up front, I’m not a doctor, personal trainer, dietician, physical therapist, etc., I’m you!

Mandy Merkel – Elder Care Services Coordinator

Senior Care Coordinator

Care Coordinator (or Patient Care Coordinator) is a trained health professional that helps to manage a patient’s care, for example, the elderly or disabled. They monitor and coordinate patients’ treatment plans, educate them about their condition, connect them with health care providers, and evaluate their progress.

Home Experts

Cindy Laubenstein – Fee Only College Advisor

Fee Only College Advisor

The way in which your financial planner is compensated can make all the difference in the recommendations they make for you. That’s because some advisors work under a standard that requires only that their recommendations be suitable to your particular situation. 

Business Experts

Jacob T. Rex – Frokost Media Management

Online Design and Content Manager

Offering graphic design, video and photo editing, web design, copywriting, and marketing to small business owners wanting to get into the online marketplace.

Legal Experts

Bernard V. Kearse, III – Estate Planning Attorney

JD, LLM, President of Kearse Law Firm

His experience includes designing and drafting wills and trust documents associated with estate planning and elder law, designing and drafting pension, deferred compensation, severance, self-funded medical and other benefit plans (including ESOPs), and representation of clients regarding formation of limited liability companies.

wanted: 

Need a place to grow?  We think you’d make a great addition to Atlanta’s most reputable professional network structured specifically with today’s business and lifestyle environment in mind.